Ethan Allen Interiors
ETD
215 hedge funds and large institutions have $736M invested in Ethan Allen Interiors in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 83 reducing their positions, and 27 closing their positions.
105% more call options, than puts
Call options by funds: $4.02M | Put options by funds: $1.97M
15% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 27
7% more capital invested
Capital invested by funds: $689M → $736M (+$47M)
2% more funds holding
Funds holding: 211 → 215 (+4)
1.07% less ownership
Funds ownership: 84.96% → 83.89% (-1.1%)
16% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 83
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$12.5M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$11.1M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$5.24M |
| 4 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$4.97M |
| 5 |
First Eagle Investment Management
New York
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$10.4M |
| 2 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$8.33M |
| 3 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$4.43M |
| 4 |
BlackRock
New York
|
-$3.66M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$2.92M |
ETD Hedge Fund Activity: Q1 2024 in Review
215 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ethan Allen Interiors (ETD) for Q1 2024, worth a combined $736M — up 6.8% from $689M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new ETD positions and 27 closed out — a net gain of 4 holders — while 70 added to existing stakes and 83 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $12.5M. The largest seller was Morgan Stanley, cutting an estimated $10.4M.
- 215 institutional investors held Ethan Allen Interiors (ETD) as of Q1 2024, up from 211 in Q4 2023.
- Funds reported $736M of Ethan Allen Interiors stock for Q1 2024, up 6.8% quarter-over-quarter.
- 31 funds opened new Ethan Allen Interiors positions in Q1 2024 and 27 closed out, a net change of +4 holders.
- The largest Ethan Allen Interiors buyer in Q1 2024 was First Trust Advisors, an estimated $12.5M added.
- The largest Ethan Allen Interiors seller in Q1 2024 was Morgan Stanley, an estimated $10.4M sold.
Based on aggregated 13F filings for Q1 2024.